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Financial Advisor @Cuna Brokerage Services, Inc
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WORK HISTORY
Financial Advisor @Cuna Brokerage Services, Inc
Jacksonville, FL, US
I help individuals and families of 121 Financial Credit Union reach their financial goals and increase their financial confidence by providing sound financial advice based on 20 years of experience in the industry/creating realistic and detailed financial plans. I am deeply committed to my clients’ financial wellbeing, and I strive to listen intently to their needs and concerns in order to provide them with just the right help for their unique circumstances. As a financial advisor, I want to share my passion for educating members on their investment and insurance options, while improving their lives. I became a financial advisor when I saw that my own parents were confused with their own retirement investment options and needed guidance that wasn’t intimidating. I enjoy educating individuals on their investment choices while directing them to meet their specific needs. I currently am FINRA-registered to sell securities as well as am licensed to assist with life insurance and annuities. In my spare time, I enjoy coaching youth sports, deep sea fishing and spending time with my loving family.
EDUCATION
Iona College
Bachelor of Business Administration (B.B.A.), Finance, General, 3.2
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